Filed: 11/12/2025ACC: 0001398344-25-020722
📋 What this filing means
ANGELES WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 407 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
407
Positions
$1.63B
Total AUM (reported)
15.35M
Total Shares
Allocation by class
COM$307.67M18.9%
MEGA GRWTH IND$232.87M14.3%
TT WRLD ST ETF$186.53M11.4%
PRTFLO S&P500 VL$104.35M6.4%
VG TL INTL STK F$94.52M5.8%
S&P 500 ETF SHS$85.44M5.2%
NATIONAL MUN ETF$70.98M4.4%
Portfolio Concentration
Top 3$523.76M32.1%
4–10$472.08M28.9%
11–25$299.59M18.4%
Rest$335.51M20.6%
Top 3 weight
32.1%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 15.35M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.35M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole407
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings407
Rows:
VANGUARD WORLD FD
SOLEShares578.68K
TypeSH
Market value$232.87M
14.28%
Sole
0.00
Shared
0.00
None
578.68K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.35M
TypeSH
Market value$186.53M
11.44%
Sole
0.00
Shared
0.00
None
1.35M
SPDR SERIES TRUST
SOLEShares1.89M
TypeSH
Market value$104.35M
6.40%
Sole
0.00
Shared
0.00
None
1.89M
VANGUARD STAR FDS
SOLEShares1.29M
TypeSH
Market value$94.52M
5.80%
Sole
0.00
Shared
0.00
None
1.29M
VANGUARD INDEX FDS
SOLEShares139.53K
TypeSH
Market value$85.44M
5.24%
Sole
0.00
Shared
0.00
None
139.53K
ISHARES TR
SOLEShares666.50K
TypeSH
Market value$70.98M
4.35%
Sole
0.00
Shared
0.00
None
666.50K
SCHWAB STRATEGIC TR
SOLEShares2.18M
TypeSH
Market value$69.55M
4.26%
Sole
0.00
Shared
0.00
None
2.18M
VANGUARD INTL EQUITY INDEX F
SOLEShares698.72K
TypeSH
Market value$55.76M
3.42%
Sole
0.00
Shared
0.00
None
698.72K
VANGUARD INDEX FDS
SOLEShares266.32K
TypeSH
Market value$49.67M
3.05%
Sole
0.00
Shared
0.00
None
266.32K
MICROSOFT CORP
SOLEShares89.13K
TypeSH
Market value$46.16M
2.83%
Sole
0.00
Shared
0.00
None
89.13K
APPLE INC
SOLEShares148.60K
TypeSH
Market value$37.84M
2.32%
Sole
0.00
Shared
0.00
None
148.60K
ARES MANAGEMENT CORPORATION
SOLEShares213.39K
TypeSH
Market value$34.12M
2.09%
Sole
0.00
Shared
0.00
None
213.39K
SPDR S&P 500 ETF TR
SOLEShares46.53K
TypeSH
Market value$31.00M
1.90%
Sole
0.00
Shared
0.00
None
46.53K
NVIDIA CORPORATION
SOLEShares140.21K
TypeSH
Market value$26.16M
1.60%
Sole
0.00
Shared
0.00
None
140.21K
ISHARES INC
SOLEShares307.76K
TypeSH
Market value$24.69M
1.51%
Sole
0.00
Shared
0.00
None
307.76K
SPDR SERIES TRUST
SOLEShares905.15K
TypeSH
Market value$23.17M
1.42%
Sole
0.00
Shared
0.00
None
905.15K
ISHARES INC
SOLEShares119.03K
TypeSH
Market value$21.61M
1.33%
Sole
0.00
Shared
0.00
None
119.03K
VANGUARD INDEX FDS
SOLEShares54.59K
TypeSH
Market value$17.92M
1.10%
Sole
0.00
Shared
0.00
None
54.59K
AMAZON COM INC
SOLEShares68.80K
TypeSH
Market value$15.11M
0.93%
Sole
0.00
Shared
0.00
None
68.80K
ISHARES TR
SOLEShares182.86K
TypeSH
Market value$15.10M
0.93%
Sole
0.00
Shared
0.00
None
182.86K
VANGUARD INDEX FDS
SOLEShares26.23K
TypeSH
Market value$12.58M
0.77%
Sole
0.00
Shared
0.00
None
26.23K
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.08K
TypeSH
Market value$11.10M
0.68%
Sole
0.00
Shared
0.00
None
22.08K
ALPHABET INC
SOLEShares41.22K
TypeSH
Market value$10.04M
0.62%
Sole
0.00
Shared
0.00
None
41.22K
COSTCO WHSL CORP NEW
SOLEShares10.41K
TypeSH
Market value$9.64M
0.59%
Sole
0.00
Shared
0.00
None
10.41K
ALPHABET INC
SOLEShares39.20K
TypeSH
Market value$9.53M
0.58%
Sole
0.00
Shared
0.00
None
39.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 578.68K | SH | $232.87M 14.28% | 0.00 | 0.00 | 578.68K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 1.35M | SH | $186.53M 11.44% | 0.00 | 0.00 | 1.35M |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 1.89M | SH | $104.35M 6.40% | 0.00 | 0.00 | 1.89M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.29M | SH | $94.52M 5.80% | 0.00 | 0.00 | 1.29M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 139.53K | SH | $85.44M 5.24% | 0.00 | 0.00 | 139.53K |
ISHARES TRSOLE | NATIONAL MUN ETF | 666.50K | SH | $70.98M 4.35% | 0.00 | 0.00 | 666.50K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 2.18M | SH | $69.55M 4.26% | 0.00 | 0.00 | 2.18M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 698.72K | SH | $55.76M 3.42% | 0.00 | 0.00 | 698.72K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 266.32K | SH | $49.67M 3.05% | 0.00 | 0.00 | 266.32K |
MICROSOFT CORPSOLE | COM | 89.13K | SH | $46.16M 2.83% | 0.00 | 0.00 | 89.13K |
APPLE INCSOLE | COM | 148.60K | SH | $37.84M 2.32% | 0.00 | 0.00 | 148.60K |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 213.39K | SH | $34.12M 2.09% | 0.00 | 0.00 | 213.39K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 46.53K | SH | $31.00M 1.90% | 0.00 | 0.00 | 46.53K |
NVIDIA CORPORATIONSOLE | COM | 140.21K | SH | $26.16M 1.60% | 0.00 | 0.00 | 140.21K |
ISHARES INCSOLE | MSCI JPN ETF NEW | 307.76K | SH | $24.69M 1.51% | 0.00 | 0.00 | 307.76K |
SPDR SERIES TRUSTSOLE | BLOOMBERG SHT TE | 905.15K | SH | $23.17M 1.42% | 0.00 | 0.00 | 905.15K |
ISHARES INCSOLE | MSCI WORLD ETF | 119.03K | SH | $21.61M 1.33% | 0.00 | 0.00 | 119.03K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 54.59K | SH | $17.92M 1.10% | 0.00 | 0.00 | 54.59K |
AMAZON COM INCSOLE | COM | 68.80K | SH | $15.11M 0.93% | 0.00 | 0.00 | 68.80K |
ISHARES TRSOLE | CORE MSCI TOTAL | 182.86K | SH | $15.10M 0.93% | 0.00 | 0.00 | 182.86K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 26.23K | SH | $12.58M 0.77% | 0.00 | 0.00 | 26.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.08K | SH | $11.10M 0.68% | 0.00 | 0.00 | 22.08K |
ALPHABET INCSOLE | CAP STK CL C | 41.22K | SH | $10.04M 0.62% | 0.00 | 0.00 | 41.22K |
COSTCO WHSL CORP NEWSOLE | COM | 10.41K | SH | $9.64M 0.59% | 0.00 | 0.00 | 10.41K |
ALPHABET INCSOLE | CAP STK CL A | 39.20K | SH | $9.53M 0.58% | 0.00 | 0.00 | 39.20K |
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